Skip to main content

Help & Documentation

Open Support Ticket

Help & Documentation

Search term

Help & DocumentationGetting DataConnecting to Data Sources50. Sourcing Data from Salesforce SOQL

Connecting to Data Sources

50. Sourcing Data from Salesforce SOQL

View all chapters

Topics

1. General Information about Data Sources 24
2. Storing Data 2
- 2.1 Storing data in Microsoft SQL Server 2016+
- 2.2 Setting up Windows Server Shared Folder
3. Linking to External BI Tools 10
4. Configuring Remote Data Processors 4
5. JDBC Connections 3
6. Sourcing Data from Adobe Workfront 3
7. Sourcing Data from Airtable 3
8. Sourcing Data from Alation 7
9. Sourcing Data from Amazon QuickSight 4
10. Sourcing Data from Amazon S3 Plugin 3
11. Sourcing Data from Athena 2
- 11.1 Establish Connectivity to Amazon Athena
- 11.2 Create Dataset from Amazon Athena
12. Sourcing Data from Apache Superset 3
13. Sourcing Data from Atlan 6
14. Sourcing Data from Atlassian Confluence 2
- 14.1 Establish Connectivity to Atlassian Confluence
- 14.2 Create Dataset from Atlassian Confluence
15. Sourcing Data from Atlassian Jira 3
16. Sourcing Data from Azure Analysis Services 2
- 16.1 Establish Connectivity to Azure Analysis Services
- 16.2 Create Dataset from Azure Analysis Services
17. Sourcing Data from Azure Data Lake Storage 3
18. Sourcing Data from Azure DevOps 3
19. Sourcing Data from Databricks 2
- 19.1 Establish Connectivity to Databricks
- 19.2 Create Dataset from Databricks
20. Sourcing Data from Databricks Lakeview Dashboards 4
21. Sourcing Data from Databricks Unity Catalog 3
22. Sourcing Data from Denodo 2
- 22.1 Establish Connectivity to Denodo
- 22.2 Create Dataset and Report from Denodo
23. Sourcing Data from Domo 7
24. Sourcing Data from Dropbox Paper 3
25. Sourcing Data from Epic Hyperdrive 1
- 25.1 Integrate Epic Hyperdrive Content
26. Sourcing Data from File Metadata Plugin 3
27. Sourcing Data from FlexIt Analytics 3
28. Sourcing Data from Grafana 3
29. Sourcing Data from Graphite 2
- 29.1 Establish Connectivity to Graphite
- 29.2 Create Dataset from Graphite
30. Sourcing Data from HTTP Server 3
31. Sourcing Data from IBM Cognos 5
32. Sourcing Data from IBM Cognos REST 2
- 32.1 Establish Connectivity to IBM Cognos REST
- 32.2 IBM Cognos REST Plugin Capabilities
33. Sourcing Data from Ivanti 3
34. Sourcing Data from Local Filesystem 5
35. Sourcing Data from Looker 5
36. Sourcing Data from Microsoft Purview 3
37. Sourcing Data from Microsoft SharePoint Online 11
38. Sourcing Data from Microsoft SharePoint Server 4
39. Sourcing Data from Microsoft SSRS 6
40. Sourcing Data from MicroStrategy 6
41. Sourcing Data from MicroStrategy Cube 3
42. Sourcing Data from MicroStrategy One 3
43. Sourcing Data from MI Portal Pages 2
- 43.1 Establish Connectivity to MI Portal Page
- 43.2 Create External Report from MI Portal Page
44. Sourcing Data from Monte Carlo 3
45. Sourcing Data from MS SQL Server 2
- 45.1 Configure Active Directory Service Principal Auth for Connectivity with MS SQL Server
- 45.2 Establish Connectivity to MS SQL Server
46. Sourcing Data from Planview PPM Pro 2
- 46.1 Establish Connectivity to Planview PPM Pro
- 46.2 Create Dataset from Planview PPM Pro
47. Sourcing Data from QlikView 10
48. Sourcing Data from RSS 2
- 48.1 Establish connectivity to RSS
- 48.2 How to collect data using RSS plugin
49. Sourcing Data from Salesforce Reports 5
50. Sourcing Data from Salesforce SOQL 7
51. Sourcing Data from SAP Analytics Cloud 5
52. Sourcing Data from SAP BusinessObjects 5
53. Sourcing Data from SAP HANA 2
- 53.1 Establish Connectivity to SAP HANA
- 53.2 Create Dataset from SAP HANA
54. Sourcing Data from SAS Viya 2
- 54.1 Establish Connectivity to SAS Viya
- 54.2 Create Dataset from SAS Viya
55. Sourcing Data from Script Plugin 3
56. Sourcing Data from ServiceNow 4
57. Sourcing Data from S/FTP Server 3
58. Sourcing Data from R Shiny 1
- 58.1 Create External Content from R Shiny
59. Sourcing Data from Sigma 5
60. Sourcing Data from Splunk 3
61. Sourcing Data from Tibco Spotfire 9
62. Sourcing Data from Tibco WebFOCUS 4
63. Sourcing Data from ThoughtSpot 5
64. Sourcing Data from Trino 2
- 64.1 Establish Connectivity to Trino
- 64.2 Create Dataset from Trino
65. Sourcing Data from UptimeRobot 3
66. Sourcing Data from Zendesk 3
67. Sourcing Data from Zendesk Explore 2
- 67.1 Establish Connectivity to Zendesk Explore
- 67.2 Create External Report from Zendesk Explore
68. Sourcing Data from Collibra 3
69. Sourcing Data from Oracle Analytics Cloud 2
- 69.1 Prerequisites for Connecting to Oracle Analytics Cloud
- 69.2 Establish Connectivity to Oracle Analytics Cloud

Other Resources

Getting Started
Metric Insights Overview
Jump Start Guide for Administrators
Jump Start Guide for Regular Users
Use Case Workflows

Getting Data
Connecting to Data Sources
Automating the Collection of Data
API Access
Working with Tableau
Working with Qlik Sense
Working with Microsoft Power BI
Working with Google Services

Creating Content
Datasets
Creating Basic Metrics and Reports
Creating Dimensions
Creating Dimensioned Metrics and Reports
Governance
Apps (Portal Pages)
User Maps

Alerting
Alerting

Collaboration and Sharing
Adding Context to Metrics
Pushing Information to Users
Chatbot Integrations

System Administration
Announcements
Controlling Access to Metric Insights
Controlling Access within Metric Insights
Customer Portal
Deployment & Configuration
FAQs
How-to Videos
Identity Profiles
Maintenance
Managing the Metric Insights Environment
Release Notes